Institutional Investors
For investment inquiries please view our services and contact us online or by phone at 877-777-0635
Financial Intermediaries
inquiries please view our requirements and contact us online or by phone at 877-777-0635.
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Why we are different
- We are institutionally owned.
- We are a provider that was designed and organized to pursue life settlements as a principal.
- Our in-house teams of attorneys, medical underwriters/physicians and financial analysts employ state of the art tools to ensure superior risk assessment on an asset by asset basis.
- All of our clients are institutions.
- Today, our entire infrastructure and all of our ‘owners’ processes are deployed on behalf of our clients.
We believe in what we do
- We have been an active participant in the industry since it first emerged.
- Our in-house compliance experts actively work with state regulators to educate, promote, and establish model practices.
- We are co-founders of the Life Settlement Institute and supporting members of the Life Insurance Settlement Association.
- Our senior team of insurance and financial experts offer industry specific leadership and are frequent speakers, presenters at industry events and authors in industry publications.
- Our educational materials reach more than one million insurance and financial professionals annually.
We have the credentials
- We are one of the top-rated life settlement providers.
- We have the necessary regulatory requirements and are able to purchase life insurance in all states where required, except Alaska.
We honor our relationships
- We do not interfere with client relationships.
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